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Plumb Balanced Investor PLBBX

Quantitative rating as of | See Plumb Trust Investment Hub
  • NAV / 1-Day Return 30.22  /  0.66 %
  • Total Assets 61.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.190%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.18%
  • Turnover 38%

Morningstar’s Analysis PLBBX

Will PLBBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



Plumb Balanced Investor's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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